Emerging Markets

Highlight

Equities

13JUN 2019

Argentina's EM return: what it means for investors

Argentina has returned to the MSCI Emerging Markets Index after a ten year absence; we explain what it means for investors

Economic Views

05JUN 2019

2019

JUNE

05JUN 2019

Economic Views

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

MAY

30MAY 2019

Economic Views

Brazil optimism fades as economy shrinks

Despite a poor start to the year for Brazil under new president Jair Bolsonaro, we think the picture will improve later in the year.

29MAY 2019

Fixed Income

What ETF flows say about emerging market debt opportunities

Outflows from the world’s largest passive emerging market debt ETF appear to be bottoming – is this an opportunity for investors?

16MAY 2019

Economic Views

Who will pay as US-China trade wars intensify?

The GDP impact of escalating trade tensions will be more severe on China but US consumers will pay as companies pass on higher costs.

03MAY 2019

Economic Views

Why Turkey and Argentina do not pose a contagion risk to other emerging markets

Craig Botham explains why the economic travails of Argentina and Turkey are unlikely to spill over and impact sentiment in other emerging markets in the near term.

APRIL

17APR 2019

Economic Views

China defies the gloom

Chinese industrial production has been stronger than expected, though we see a risk that this could reverse next month.

16APR 2019

Economic Views

Why policy reform is the key to China's demographic challenge

Craig Botham explains why China’s demographic decline may be less of an issue than the medicine required to offset its impact and support strong economic growth